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Detailed Report
VALERIE KRISTIN MCBRIDE
VALERIE KRISTIN STOLTZFUS
CRD#: 6281820
IA
Investment Adviser
B
Broker
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INCCRD#: 149018 901 E MAIN STREET
PALMYRA, PA 17078
RAYMOND JAMES FINANCIAL SERVICES, INC.CRD#: 6694 901 E MAIN STREET
PALMYRA, PA 17078
Registration History
2015201620172018201920202021202220232024202520262 FIRMS2015 - Present (9 years)
License(s)

State Registrations

B
California 9/21/2022
B
Pennsylvania 4/29/2015
B
Delaware 7/19/2021
IA
Pennsylvania 5/21/2015
B
Florida 10/4/2021
B
Virginia 5/13/2020

SRO Registrations

B
 FINRA

View Exams Passed by the individual in the detailed report

Learn about permitted activities of registered representatives

Learn about permitted activities of registered principals

Not all jurisdictions require IAR registration or may have an exemption from registration.
Current Registration(s)
IA
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC (CRD#:149018)
901 E MAIN STREET, PALMYRA, PA 17078
Registered with this firm since 5/21/2015
B
RAYMOND JAMES FINANCIAL SERVICES, INC. (CRD#:6694)
901 E MAIN STREET, PALMYRA, PA 17078
Registered with this firm since 2/17/2015
For additional information about investment advisers or broker-dealers, please visit
www.investor.gov
B
Broker
A brokerage firm, also called a broker-dealer, is in the business of buying and selling securities – stocks, bonds, mutual funds, and certain other investment products – on behalf of its customer (as broker), for its own bank (dealer), or both. Individuals who work for broker-dealers - the sales personnel are commonly referred to as brokers.
IA
Investment Adviser
An investment adviser is paid for providing advice about securities to clients. In addition, some investment advisers manage investment portfolios and offer financial planning services.
Disclosures
Disclosures can be customer complaints or arbitrations, regulatory actions, employment terminations, bankruptcy filings and certain civil or criminal proceedings that they were a part of.